See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,851 | $162,781-58.3% | $133,956-49.3% | $158,922-57.3% |
| Participation rate | 40.0% | 83.2%-43.2pp | 79.8%-39.8pp | 82.0%-42.0pp |
| Annual return | 14.15% | 41.94%-27.8pp | 45.09%-30.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,042 | $4,975-79.1% | $3,919-73.4% | $4,761-78.1% |
| Participant deferral / active EE | $6,555 | $5,911+10.9% | $5,048+29.9% | $5,982+9.6% |
| Admin fee / account holder | $516 | $11,736-95.6% | $8,927-94.2% | $11,246-95.4% |